Videos

2014 Client and Friends Event Recap

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SHJ_CrowdOur annual Client Appreciation Event took place on October 9th at The Cable Center, which is located on the University of Denver’s beautiful campus. Our guests enjoyed a large spread which included prime rib, build-your-own tacos, lettuce wraps, a chocolate fountain, and even mini root beer floats. Despite the rain, the night was entertaining, mind-stimulating and very enjoyable.

To start off the presentations, Eileen gave us an interesting review of the firm’s most recent business trip to Indonesia and Singapore. Then, for the second year in a row, we welcomed Chief Political Strategist Greg R. Valliere to share his thoughts on the political and economic landscape. He shared the following 6 big themes he feels the media has gotten wrong or has exaggerated:

  1. Washington is hopelessly broken
  2. The Federal Reserve is gridlocked
  3. The budget deficit has plunged and we don’t have to worry about it
  4. The Republicans are now resurgent
  5. Hillary Clinton would be terrible for the market
  6. ISIS is the most frightening geopolitical issue facing us today

To hear Greg’s thoughts on each of the themes he feels the media has gotten wrong, watch the complete presentation below.

We hope you enjoyed the evening as much as we did. For those of you who weren’t able to join us this year, you won’t want to miss our 2015 Client and Friends event as we will celebrate the 25th Anniversary of Sharkey, Howes and Javer. Until next time!

You say you work as a team, what does that mean?

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When we founded our firm back in 1990, we knew our success would be based on our work as a whole, not as individual planners. When we put our minds together we are able to come up with more creative plans and specialized solutions for our clients.

As Mimi mentions in the video, our team:

  • is multi-generational
    Having a multi-generational team sets SH&J and our clients up for the long haul.  Our collective years of experience provide a wealth of knowledge for our clients.

  • has a wide array of expertise
    Our team consists of planners who have extensive experience with business owners, college planning, military families, and medical professionals – just to name a few. Because we don’t all specialize in the same things, we are able to offer more to fit each of our client’s unique needs.

  • works together for all of our clients
    While our clients meet with their primary planner on a regular basis, behind the scenes we are all working together to provide each client with the best experience possible. We are constantly bouncing ideas off of one another and meeting in various committees to keep our client’s plans on track.

  • includes a dedicated support staff
    We know we are only as good as the people we surround ourselves with. We have built a phenomenal Client Service  team to free up our planners to do what they do best. Our team is always available to assist with client requests and answer pressing questions.

The team model has worked extremely well for SH&J and our clients. We will continue to build our team with the brightest minds in the business to allow us to serve our clients well for years to come.

If you are interested in learning more about the team model and SH&J, give us a call at 303.639.5100 to set up a complimentary consultation.

Sharkey, Howes & Javer is Proud to Introduce Our New Look

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The SH&J logo has remained almost the same since we opened our doors over 20 years ago. Though our logo has remained the same, our firm has grown and the world around us has changed. So, we embarked on a journey to create a modern logo reflective of who we are and what we provide for our clients.

We are thrilled to introduce our new logo to you today! Our goal for all of our clients is to Plan, Invest & Succeed. We believe our new logo captures that goal and will represent SH&J well as we continue to grow.

That’s not all! We have other changes brewing… for example, this is our first blog post. As the year goes on, you will begin to hear more from us on the blog. We’ve also put together some informative videos to be released throughout the year and added a new planner to our team.

The core of who we are has not changed, nor will it change. We’ve just adapted to a new world and changing business environment.  The changes around here have been exciting and we are all embracing them.

Here’s to the new look for SH&J and a successful 2014 for all!